VWM

Valley Wealth Managers Portfolio holdings

AUM $1.39B
1-Year Est. Return 21.49%
This Quarter Est. Return
1 Year Est. Return
+21.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$17.1M
3
+$16.3M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.92M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.89M

Top Sells

1
+$13.6M
2
+$11.9M
3
+$8.58M
4
VZ icon
Verizon
VZ
+$3.41M
5
BJ icon
BJs Wholesale Club
BJ
+$2.54M

Sector Composition

1 Technology 24.55%
2 Healthcare 18.55%
3 Consumer Discretionary 11.26%
4 Financials 9.49%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$9.19K ﹤0.01%
58
-29
302
$8.95K ﹤0.01%
87
303
$8.94K ﹤0.01%
100
304
$8.68K ﹤0.01%
376
305
$8.62K ﹤0.01%
+88
306
$8.25K ﹤0.01%
22
307
$8.15K ﹤0.01%
100
308
$8.15K ﹤0.01%
40
309
$7.63K ﹤0.01%
500
-15
310
$7.28K ﹤0.01%
125
311
$7.2K ﹤0.01%
212
312
$7.03K ﹤0.01%
75
313
$6.97K ﹤0.01%
52
-100
314
$6.65K ﹤0.01%
98
315
$6.45K ﹤0.01%
325
316
$5.47K ﹤0.01%
54
-134,671
317
$5.46K ﹤0.01%
10
-10
318
$5.26K ﹤0.01%
244
319
$5.1K ﹤0.01%
40
320
$4.37K ﹤0.01%
80
321
$3.85K ﹤0.01%
26
322
$3.85K ﹤0.01%
+29
323
$3.81K ﹤0.01%
+100
324
$3.59K ﹤0.01%
87
325
$3.38K ﹤0.01%
4
11 12
13
14 15